Finance

Sales Invoicing

Spending too much time copying data from orders into invoices and chasing payment deadlines? The Finances module automates invoicing, letting you generate proformas and VAT invoices in seconds directly from completed stages. Built‑in AI algorithms analyse financial flows and produce ready‑made reports, supporting accurate business decisions.

See the screens

Sales Invoicing — module screens in Process App

Input: Completed order / stage
Flow: Execution → invoice from system data → sending to customer
Output: Invoice issued and sent

Who works here

Accounting, Administration

Benefits

What changes in the company after the rollout

A completed order or project stage is converted into an invoice. The document is generated from system data and sent to the customer.

Faster settlements

Generating documents directly from the quote shortens the time it takes to receive payment from the customer.

Fewer errors

Automatic transfer of data from quotes to invoices eliminates the risk of mistakes from manual retyping.

Full control

Real‑time visibility of statuses and overdue receivables makes collections more effective.

Legal compliance

Direct integration with the National e‑Invoicing System (KSeF) ensures a correct document flow.

Better visibility

Monthly summaries and charts give you instant insight into your company’s financial condition.

System screens

How this process looks in Process App

Zrzuty pochodzą z działającego systemu — kliknij, aby powiększyć.

The Finances screen shows the company’s main financial dashboard with tiles summarising key indicators, a chart comparing income and expenses, and a table with a monthly breakdown.

The Quotes screen with the details window of a specific offer open, showing its parameters, status, related proforma and document generation options.

The Quotes screen with the preview window of a generated proforma invoice open, showing contractor data, document line items and bank transfer details.

The Invoices screen presents a list of sales documents with tiles summarising their count and value, plus a table with details such as number, type, buyer, gross amount, payment status and KSeF status.

The Invoices screen with the details window of a Proforma document open, showing contractor data, items, payment status and options to convert it into a VAT invoice.

The Invoices screen with the preview window of a generated VAT invoice open, showing the full document view with seller and buyer data, items and bank transfer details.

Features

What exactly you get

Conversion to invoice

The system lets you convert a proforma into a VAT invoice with one click, with an option to mark it as paid.

KSeF support

The application enables sending, downloading and tracking document statuses in the KSeF system.

PDF generation

Every sales document and proforma can be generated as a PDF file and downloaded.

Payment registration

The module allows you to manually add payments to issued documents and track the remaining amount.

Financial dashboard

The main screen presents tiles summarising income, expenses and balance, plus comparative charts.

Artificial intelligence

What AI does for you in this process

Financial reporting

AI analyses collected income and expense data to create ready‑made summaries in the AI Reports tab.

Acceptance analysis

AI processes quote data to help you understand trends in your offer acceptance rate among customers.

Liquidity monitoring

AI analyses monthly summaries and payment statuses, supporting detailed cash flow analysis.

Module description

The process from start to finish

Manage the entire sales invoicing process in one place, from quote approval to payment settlement. Use the main Finances screen to continuously monitor company income, expenses and balance. Generate proforma invoices based on accepted quotes and send them to customers directly from the system. Convert paid proformas into VAT invoices with a single click, automatically marking them as paid. Track document statuses in a clear table to see which ones are drafts, which are already paid, and which are overdue. Download and send documents to KSeF while staying fully compliant with regulations. Record incoming payments and add comments to specific documents so all communication with accounting remains structured and easy to follow.

See this process on your own data

We will walk you through the “Sales Invoicing” module using your company as the example — the input, the flow and the end result in Process App.

Other modules

Explore the remaining system modules